About Me

I am the founder of Polito Financial and Insurance, a financial services firm in Waltham, MA. Since 2007, I’ve helped individuals, families, and business owners in my community achieve their financial goals.

While I work with a variety of clients, the majority of my business is focused on those who are in or nearing retirement. Clients in this life stage, I believe, must make a number of important decisions. Together, we create a strategy to help ensure they don’t outlive their money in retirement.

There are many factors that can impact a client’s strategy. My role is to act as a financial quarterback, keeping an eye on the big picture so my clients can seek true long-term financial well-being. 

When working with me, clients can expect open, straightforward communication and a commitment to going above and beyond throughout each step of the process.

I hold a B.A. degree in Corporate Finance and Accounting from Bentley College. Before starting my business, I worked as an accountant for several large financial institutions. 

I was born and raised in the Boston area. I currently live in Dedham with my wife Laura, our daughter Eleni, and our son Alex. When away from the office, I enjoy playing golf and spending time with family. 

Please reach out to me if you would like a complementary consultation.

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